A Private Capital Provider to Middle-Market Companies for More Than 75 Years

There is symmetry to our business. We deliver long-term capital to clients with whom we establish long-term relationships. Companies such as Leviton and Trek Bicycle count on us for corporate financing regardless of economic or industry cycles. Since 1985, Trek’s management team has relied on our strong relationship to provide growth capital, refinance debt and more.

We’re a powerful, committed partner, managing a portfolio of $82.2 billion with more than 1,000 client companies around the globe.

CONSISTENCY

Portfolio

$82.2 billion private placement portfolio as of 12/31/17

$25.0 billion international private placement portfolio as of 12/31/17

CAPITAL INVESTED

$13.5 billion invested in 2017

Insights

The process for completing a mezzanine financing transaction may seem arduous at first, but will ultimately help companies leapfrog to a new level of sophistication.